401(k) · DOL Form 5500 · 2022
Bailey Lally & Company 401(k) Plan
Data updated 2026-08-25
- $350K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $175,201
- Avg per participant Above avg balance/head
Official DOL plan name: Bailey Lally & Company 401(k) Plan · Sponsored by Bailey Lally & Company · Texas · Real Estate
$350K in assets, 2 participants
Bailey Lally & Company's Bailey Lally & Company 401(k) Plan reported $350K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,214 in Real Estate (5,057 peers)
Bailey Lally & Company multi-year trail
Bailey Lally & Company's plans moved -100.0% in assets from 2022 to 2024; this filing shows Bailey Lally & Company 401(k) Plan at $350K / 2 participants.
- #1,214
- in Real Estate (5,057 peers)
- -17.5%
- assets change YoY
The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bailey Lally & Company 401(k) Plan among the smaller filed plans by assets
Bailey Lally & Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$350,401 15th percentile higher than 15% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bailey Lally & Company 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bailey Lally & Company 401(k) Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 811919913 · Bailey Lally & Company PY 2022 · 401(k)
Bailey Lally & Company 401(k) Plan · $350K · 2 · 15th
- NET $350K
- BOOK 2
- VS-ST 15th
- BOY 401(k)
- SCH near Holland Nut Company 401(k) Profit Sharing Plan & Trust
- EBSA ind #1214
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Texas →
Bailey Lally & Company 401(k) Plan in the asset neighbourhood
Bailey Lally & Company multi-year asset trail
Sponsor-wide plan assets over time
All Bailey Lally & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $126 99.96404119851256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $350K |
| 2023 | 1 | 2 | $318K |
| 2024 | 2 | 4 | $126 |
Bailey Lally & Company filing trail (2022)
| Total Assets (Beginning of Year) | $425K |
|---|---|
| Net Assets (End of Year) | $350K |
| Net Income | -$74K |
| Employer EIN | 811919913 |
| Plan Effective Date | 2016-03-18 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Bailey Lally & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Holland Nut Company 401(k) Profit Sharing Plan & Trust in CA ($350K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($350K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.